ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AGTHX) and April 30, 2026 (AMECX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AGTHX vs AMECX Holdings as of May 31, 2026 (AGTHX) and April 30, 2026 (AMECX)

AGTHX vs AMECX: Portfolio Overlap

Growth Fund of America vs Income Fund of America

11.4%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AGTHX
313 equity holdings
as of May 31, 2026
AMECX
201 equity holdings
as of April 30, 2026
46 stocks held in common
Overlap View Venn Diagram
11.4% OVERLAP AGTHX AMECX
Overlapping Holdings
10 Top 10 of 46 shared, by overlap contribution
# Stock AGTHX AMECX Overlap%
1
AVGO
5.21% 2.19% 2.19%
2
Taiwan Semiconductor Manufacturing Co Ltd
2.52% 2.01% 2.01%
3
PM
0.82% 3.00% 0.82%
4
MSFT
4.25% 0.76% 0.76%
5
SBUX
0.66% 1.96% 0.66%
6
UNH
0.38% 2.28% 0.38%
7
EOG
0.35% 2.47% 0.35%
8
GS
0.34% 0.38% 0.34%
9
AMGN
0.32% 2.58% 0.32%
10
CAT
0.45% 0.30% 0.30%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
NVDA6.25%
META4.18%
AMZN4.00%
GOOGL3.12%
GOOG3.04%
Only in AMECX — Income Fund of America
StockWeight
GILD1.99%
CVS1.94%
TotalEnergies SE1.88%
EXC1.76%
BAE Systems PLC1.63%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AGTHX and AMECX?

AGTHX (Growth Fund of America) and AMECX (Income Fund of America) share 11.4% portfolio overlap as of AGTHX's May 31, 2026 filing and AMECX's April 30, 2026 filing, across 46 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do AGTHX and AMECX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both AGTHX and AMECX?

The most prominent shared holdings (by combined weight) are: AVGO, Taiwan Semiconductor Manufacturing Co Ltd, PM. See the full common-holdings table on this page for weights in each fund.